![Neza Gallitano](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Neza Gallitano
Gestionnaire de Portefeuille-Actions chez
Evercore Wealth Management LLC
Profil
Ms. Neza Gallitano is a Partner & Wealth & Fiduciary Advisor at Evercore Wealth Management LLC.
She works with high net worth individuals and families to provide comprehensive, goals-based wealth planning.
Ms. Gallitano joined Evercore in 2023 from myCIO Wealth Partners, where she was a Partner serving as Lead Financial Counselor focused on complex estate and tax planning, executive benefits planning, and investment management.
Prior to joining myCIO Wealth Partners, Ms. Ms. Gallitano worked at Cerity Partners and Deutsche Bank.
She earned a B. A. in Italian Studies with a concentration in International Business from Georgetown University.
She holds the CFP and Certified Divorce Financial Analyst designations.
Postes actifs de Neza Gallitano
| Sociétés | Poste | Début |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Gestionnaire de Portefeuille-Actions | 01/06/2023 |
Anciens postes connus de Neza Gallitano
| Sociétés | Poste | Fin |
|---|---|---|
myCIO Wealth Partners LLC
 myCIO Wealth Partners LLC Investment ManagersFinance myCIO uses different methods of security analysis such as fundamental and technical analysis. In implementing investment advice they may utilize investment strategies including long-term purchases, short-term purchases, short sales, margin transactions, and options. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed-income securities, mutual funds and/or ETFs, private investment funds and independent managers on a discretionary and non-discretionary basis in accordance with the clients' designated investment objectives. | Corporate Officer/Principal | 01/06/2023 |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Corporate Officer/Principal | 01/12/2019 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/05/2014 |
Formation de Neza Gallitano
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
myCIO Wealth Partners LLC
myCIO Wealth Partners LLC Investment ManagersFinance myCIO uses different methods of security analysis such as fundamental and technical analysis. In implementing investment advice they may utilize investment strategies including long-term purchases, short-term purchases, short sales, margin transactions, and options. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed-income securities, mutual funds and/or ETFs, private investment funds and independent managers on a discretionary and non-discretionary basis in accordance with the clients' designated investment objectives. | Finance |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Finance |
